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I am not sure if this is possible, it seems I would need two value options for this. I would like to create a combined chart that would shows a Sales Persons Monthly Revenue and Monthly Margin Dollars.I have both these amounts already stored in a UDF Field in projects.UDF Fields that are Important:Booked DateMargin $Quoted Amount Is this possible to create a report that would show these data by month side by side.   

Hello all,I have been trying to create an import scenario for SO where I have 4 columns from which the data is to be inserted. Out of these 4 columns it is not necessary that the data from these 4 columns are required to be inserted.So as per the above screenshot, for row 1, the value under book1 should be inserted. Similarly, for last row the value under book1 & book2 columns should be inserted while the other should be skipped. For a single row an individual order would be made.What condition can be inserted so that the cells where ‘-’ sign is inserted will not be inserted and be skipped in the import scenario?Thanks.

I want to grant access to an existing Acumatica User Role to View Only rights for Bill of Material.  I grant that access via Bills of Material > Bill of Material.  However, the owner doesn’t want the users to see the Unit Cost and Planned Cost data fields for Materials.I have come at this from both Access Rights by Role and Access Rights by Screen.  Locating the target fields is straightforward in Bills of Material > Bill of Material > BOM Material.  Revoking those fields via either Access Rights forms makes no difference.  Acumatica always displays the cost fields.I feel like I have accomplished quite a bit via Access Rights, but this just doesn’t seem to work.  How can I revoke access to these fields?

Can any one help to understand How to Reconcile WIP Report with WIP GL Balance 

Please kindly advise how can create Budget vs Actual by % .Thanks so much for helping and support 

Having an issue when creating creating an Service Billing. Item used in the service are non stock service items but getting an error line Lot or Serial not assigned. Error: Inserting 'AR Transactions' record raised at least one error. Please review the errors. One or more lines have unassigned Location and/or Lot/Serial NumberBut only service item used in this appointment. Customer recently upgraded to 24R2.

I want to show a book mark history notes fetch from API call in customer screen (AR303000)I added the below grid <px:PXButton runat="server" ID="btnBookMarkHistory" Text="Book Mark History"><AutoCallBack Command="BookMarkHistory" Target="ds" /></px:PXButton> <px:PXGrid ID="PXGrid2" runat="server" DataSourceID="ds">     <Levels>         <px:PXGridLevel DataMember="BookMarkHistoryView">             <Mode AllowAddNew="False" AllowDelete="False" AllowUpdate="False" />             <Columns>                 <px:PXGridColumn DataField="Type" TextAlign="Left" />                 <px:PXGridColumn DataField="ShortNotes" TextAlign="Left" />             </Columns>         </px:PXGridLevel>     </Levels> </px:PXGrid>And my DAC is [Serializable] [PXCacheName("BookMarkHistory")] public class BookMarkHistory : PXBqlTable, IBqlTable {     #region Type     [PXString(10, IsUnicode = true)]     [PXUIField(DisplayName = "Typ

Hi Community,I have developed a report and used (BAccount.AcctName) as a parameter to filter by customer name. However, the parameter does not appear on the screen.When I configured it as a two-part key, the parameter appeared on the screen, but the lookup control did not show. I need the lookup to function correctly to display a list of customers for selection.Could someone help me on how to correctly configure the parameter.Any help or suggestions would be greatly appreciated!

Hello All,I have been working on an import scenario, where I have some blank values in Inventory ID column for which i would like to skip those rows. How can I achieve that?The data: The import scenario: 

We recently did a major re-organization with our inventory in our warehouse.  We physically and electronically transferred thousands of parts to new bin locations.  We changed the default bin location along with processing 1-step transfers to the new bin location.  Everything is good here.What we’ve noticed though, is when we create Physical Counts on our inventory, the system pulls the “old” bin location into the count even though there isn’t a quantity in that bin location, nor is it set up as default location.  This causes a lot of extra data entry because users have to enter a count of zero in these bin locations.  Is there a way to eliminate these unnecessary bin locations from being listed on the count?  It’s seems like Acumatica is listing these old bin locations because there was a quantity stored there previously.  Thanks 

Hi,I’m trying to create a generic inquiry to extract customer payment details (Account Number, Title of Account, Particulars, Code, and Reference) from this customer payment method screen, as displayed in be below screenshot.However, the inquiry is generating duplicate records and I’m unable to extract the correct details. I’ve attached the generic inquiry for your reference. Could someone assist me with this issue?

I’m looking for any insight into how best to get the approval date for a document. I’m currently working on getting the approval date for a PO, but I would think it would be the same for an SO eventually. Approved date looks to be in the EPApproval table, and I’m not sure how to link the PO to the EPApproval table to grab the approval date for the document. There is a refNoteID field in EPApproval that contains the po type and po number in the same field, and I can’t get it to link to that field. Anyone successfully pulled approval date before and can share how? Thanks!

Is it possible to create a report of all exports (from any screen that allows exporting -- Export to Excel icon) that occur in the system during a specific period of time (e.g., weekly, monthly)?   This would be to monitor what data is being exported and by whom.  Does a report like this already exist?

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Joel Hoffman - Acumatica Community Featured Member for March 2025Meet Joel Hoffman our Acumatica Community Featured Member for March 2025. It’s great to have you as part of the Acumatica Community ​@joelhoffman! Acumatica Community Webinar - Management by Exception: Creating a Generic Inquiry for Discrepancy Monitoring - March 26, 2025 | 9am - 10am PTLearn how to build a powerful generic inquiry to quickly identify discrepancies between actual and expected values in Acumatica. These generic inquiries can power dashboards, reports, and automations in Acumatica, helping your team focus on potential issues that require their attention. How to Answer Questions on Acumatica

We just switched our main web site to Shopify last week and we’re running into some very annoying issues with the Acumatica Shopify connector.   Customer account details on the General tab are repeatedly being overwritten when the Bidirectional customer entity is bringing customer data back from Shopify.  We’re on 23R1 and while we plan to upgrade soon, we cannot upgrade right this moment.The primary issue we’re seeing is that customer information on the general tab is being overwritten by whatever the default address is in Shopify.  This seems to usually be the address of the most recent Sales Order’s address (I don’t know if it is the billing or shipping address).  Not only does this change the address but it completely rewrites the account name. I have salespeople telling me their biggest accounts are just “gone” from Acumatica because they use the Display Name to find their orders and customers. These customers are still there but unless the person memorized the account number, the

We have encountered an issue we can’t seem to find the root cause of. SO has a Prepayment on it. Invoice is generated from ScreenId=SO3010PL (we attached to SO items to it there). Shipment is Auto Generated (Since we started from Invoice screen). Go back to the SO - it is closed but the prepayment doesn’t apply to the invoice 

Hello,  I am trying to use the primary contact email in the “To:” field in an email template based on the Request for Information Screen. Does anyone know how I indicate to use the primary contact email? I only see Relations.ContactID.Email and that keeps returning the first email in the list rather than the primary contact email.  

Setting up Process Orders screen with the goal of creating shipments 2 days prior to the request/ship date if the item is available. How do I set up the automation schedule for this scenario:Today is June 15th.SO00001 has a Request Date of June 17th.On June 15th, the shipment should get created automatically with a Shipment Date of June 17th. However, there are also scenarios where the item that is shipping is not available until the shipment date of June 17th. In these cases, the automation should run as soon as the item is available and should retain the shipment date/request date of June 17th. Current set up below: In this set up, it only works in the first example above. Today is June 15th, item is available, and the request date is 2 days from now.However, in the case this item was completed in production on June 17th, I would want the shipment to be created for June 17th. But with this automation schedule, it would create the shipment for June 19th instead. How can I create an au

Hello. I am looking for general guidance at this point to understand a direction to go: We currently use SharePoint for workflows to send notifications to different departments for rejected materials / issues. Example:Step 1: Enters Rejected Material ( Item  / Date / Issue / Vendor / Comments / Etc.Step 2 - Upon submission email is routed to QC to address concern and confirm there is an issue with the material / itemStep 3: Email triggered from Step 2 to Purchasing - Purchasing will review  / comment / discuss with vendor and comment on “Vendor Action” Step 4: If needed, email will go to shipping for resolution - ship back to customer etc. Step 5 - Close out Issue Any of the above steps can be bypassed by any group if they feel they don't need involvement. This is the general flow, but wondering if any one has any experience with something similar in the system / module or should just stay with SharePoint. Thanks 

Has anyone had success using an Amazon ASN as a cross reference number on the Stock Item?

I am trying to customize my dashboard widgets to only show open invoices excluding the credits, prepayments etc. I know how to go in and create filters on my reports. It would just be helpful in my collections process to have just open balances.

i want to print all the notes i have add.so how do i add this NOTES in Results Grid to my GI  

We deal with quite a bit of prepayments (actually milestone payments on long lead items) in our business and in testing the prepayment process I have noticed that I am unable to apply retainage to a prepayment request.  Is there a process for being able to do this?  Is there a fix or enhancement that is coming?  We are currently on 2023R2 but planning on upgrading to 2025R1 when available. Since it is related, I have also seen where it is not possible to apply retainage to a foreign currency PO/Bill.  Is there a roadmap for including this functionality?

The reconciliation is balanced and ready to complete but the Release option is disabled.  There are closed reconciliation statements for this cash account dating back to 2023 and this is the first time we have encountered this problem.  Any thoughts on how to move forward?

Hello,In sales orders I change the quantity, but the discount amount field remains $10 instead of changing value due to the appropriate sales order count, in this case it must be $100. In below screenshot you can see that the discount for total amount remains the same.The percentage-based discount works correctly, but the fixed amount discount is only applied to 1 unit. When the sales order quantity changes, the total discount amount does not update accordingly.Do you have any solutions about it? Thank you in advance for your answers.